RFIX vs IBIH
Comparison between Simplify Downside Interest Rate Hedge Strategy ETF (RFIX, ETF) and ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF).
RFIX vs IBIH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RFIX
$54M
IBIH
$54M
Expense Ratio
RFIX
0.50%
Winner
IBIH
0.10%
Max Drawdown
RFIX
41.30%
Winner
IBIH
5.40%
Sharpe Ratio
RFIX
-0.46
Winner
IBIH
0.49
5Y Beta
Winner
RFIX
-0.04
IBIH
0.02
RFIX vs IBIH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RFIX
+1.65%
IBIH
-0.73%
3M
RFIX
-4.02%
Winner
IBIH
+0.15%
6M
Winner
RFIX
+2.11%
IBIH
+1.35%
1Y
RFIX
-15.76%
Winner
IBIH
+5.04%
Max(CAGR)
RFIX
-22.91%
Winner
IBIH
+5.93%
RFIX vs IBIH - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | RFIX | IBIH |
|---|---|---|
| 2026 | +5.74% | +1.37% |
| 2025 | -29.56% | +8.35% |
| 2024 | -12.32% | +1.95% |
| 2023 | N/A | +4.60% |
RFIX vs IBIH Drawdown Comparison
The maximum drawdown for RFIX was -38.81%, occurring on Jan 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The current RFIX drawdown is -32.37%. The current IBIH drawdown is -0.87%.
| Rank | RFIX | IBIH |
|---|---|---|
| #1 | -38.81% Dec 10, 2024 - Jan 20, 2026 | -3.94% Sep 24, 2024 - Feb 28, 2025 |
| #2 | N/A | -2.96% Apr 3, 2025 - Jun 25, 2025 |
| #3 | N/A | -2.90% Feb 1, 2024 - Jun 5, 2024 |
| #4 | N/A | -2.67% Sep 22, 2023 - Nov 3, 2023 |
| #5 | N/A | -1.70% Mar 9, 2026 - Apr 17, 2026 |
| #6 | N/A | -1.55% Dec 27, 2023 - Feb 1, 2024 |
| #7 | N/A | -1.15% May 1, 2026 - May 22, 2026 |
| #8 | N/A | -1.15% Mar 3, 2025 - Mar 28, 2025 |
| #9 | N/A | -1.07% Jun 5, 2024 - Jun 18, 2024 |
| #10 | N/A | -1.05% Nov 8, 2023 - Nov 14, 2023 |
| #11 | N/A | -1.00% Oct 22, 2025 - Jan 30, 2026 |
| #12 | N/A | -0.92% Aug 5, 2024 - Aug 21, 2024 |
| #13 | N/A | -0.82% Jul 17, 2024 - Jul 31, 2024 |
| #14 | N/A | -0.76% Jun 20, 2024 - Jul 5, 2024 |
| #15 | N/A | -0.76% Sep 8, 2025 - Oct 21, 2025 |
Correlation
Correlation between RFIX and IBIH is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.85
-101
Dividend Comparison (2023 - 2026)
RFIX vs IBIH dividend yield comparison.
| Year | RFIX | IBIH |
|---|---|---|
| 2026 | 1.29% | 0.31% |
| 2025 | 5.07% | 4.68% |
| 2024 | 0.00% | 4.34% |
| 2023 | 0.00% | 0.70% |
Select Stocks to Compare
Popular: RFIX vs SPYIBIH vs SPY
More Comparisons
Compare with similar stocks